Yoffe Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Yoffe Investment Management’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Hold	6,841	–	–	0.39%	83
2026 Q1	$312K	Hold	6,841	–	–	0.4%	84
2025 Q4	$304K	Hold	6,841	–	–	0.39%	88
2025 Q3	$293K	Hold	6,841	–	–	0.38%	92
2025 Q2	$277K	Hold	6,841	–	–	0.38%	91
2025 Q1	$249K	Hold	6,841	–	–	0.37%	97
2024 Q4	$233K	Buy	+6,841	New	+$245K	0.35%	97

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Yoffe Investment Management's SPDW Position: Q2 2026 in Review

Yoffe Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q2 2026 at 6,841 shares worth $345K. The position accounts for 0.39% of the portfolio, ranked #83.

Yoffe Investment Management first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Yoffe Investment Management held 6,841 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $345K as of Q2 2026.
Yoffe Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.39% of Yoffe Investment Management's portfolio in Q2 2026, its #83 holding.
Yoffe Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.